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ABA: The American Bankers Association
Banking Topic

Trust & Investments

ABA promotes bank fiduciary, custodial and investment activities through training, information and advocacy so that you can serve as a forward-focused advisor for your clients and compete for the next generation of wealth and trust customers.

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Reference Guide to Wealth Management and Trust: Integrated Planning and Advice Volume II

Overview of tax laws, deductions and income tax implications for trust and estate planning.

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Wealth Management and Trust Training & Events

Expert advisory skills are crucial to attracting and retaining loyal clients.

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Wealth Management and Financial Planning

Money Concepts International is a full-service financial planning organization that offers proven wealth management and financial planning solutions for banks. Money Concepts allows ABA members to grow customer relationships while providing financial planning solutions to enhance bank revenue.

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Our Experts

Helen N. Sullivan

SVP, Endorsed Solutions

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Phoebe Papageorgiou

VP, Trust Policy, Center for Securities, Trust & Investments

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Tab Stewart

Tab T. Stewart

SVP, Financial Services Standards & Corporate Trust

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Timothy Keehan

Timothy E. Keehan

Vice President & Senior Counsel, Center for Securities, Trust and Investments

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Wealth Management & Trust Email Bulletin

Get quarterly updates on state and federal fiduciary legislation, regulation, and litigation, and expert insights to make sense of it all.

Wealth Management & Trust Network

An online discussion forum for ABA member corporate fiduciaries and wealth management professionals.